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Latest Laraway Financial Advisors Inc Stock Portfolio

$142Million | No. of Holdings #129

Laraway Financial Advisors Inc Performance

2026 Q1-2.65%
YTD-2.65%
2025+19.17%

About Laraway Financial Advisors Inc and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Laraway Financial Advisors Inc reported an equity portfolio of $142.3 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Laraway Financial Advisors Inc are AAPL, VB, VB. The fund has invested 8% of it's portfolio in APPLE INC and 4.8% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off NEXTERA ENERGY INC (NEE), ADVANCED MICRO DEVICES INC (AMD) and PAYPAL HLDGS INC (PYPL) stocks. They significantly reduced their stock positions in GOLDMAN SACHS GROUP INC (GS), PFIZER INC (PFE) and INTEL CORP (INTC). Laraway Financial Advisors Inc opened new stock positions in SANDISK CORP and ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to CHEVRON CORP NEW (CVX), AB ACTIVE ETFS INC and SELECT SECTOR SPDR TR (XLB).
Laraway Financial Advisors Inc Equity Portfolio Value
Last Reported on: 14 May, 2026
$142Million
  as of May 14, 2026

Laraway Financial Advisors Inc Annual Return Estimates Vs S&P 500

Our best estimate is that Laraway Financial Advisors Inc made a return of -2.65% in the last quarter. In trailing 12 months, it's portfolio return was 18.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
sandisk corp702,051
ishares core s&p total u.s. stock market etf213,133
New stocks bought by Laraway Financial Advisors Inc

Additions

Ticker% Inc.
chevron corp new43.23
ab active etfs inc26.49
ab active etfs inc20.78
select sector spdr tr19.28
spdr ser tr13.96
first tr exchange-traded fd13.49
rbb fund trust9.55
j p morgan exchange traded f7.85
Additions to existing portfolio by Laraway Financial Advisors Inc

Reductions

Ticker% Reduced
goldman sachs group inc-29.41
pfizer inc-26.64
intel corp-23.83
exxon mobil corp-21.67
cvs health corp-21.5
merck & co. inc.-20.91
spdr ser tr-20.46
western digital corp-19.4
Laraway Financial Advisors Inc reduced stake in above stock

Sold off

Ticker$ Sold
nextera energy inc-814,285
paypal hldgs inc-229,318
advanced micro devices inc-237,289
fair isaac corp-169,062
Laraway Financial Advisors Inc got rid off the above stocks

Sector Distribution

Laraway Financial Advisors Inc has about 54.5% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Healthcare
  • Consumer Defensive
  • Consumer Cyclical
  • Industrials
  • Financial Services
  • Energy
Sector%
Others54.5
Technology16.6
Communication Services7
Healthcare5.1
Consumer Defensive4.4
Consumer Cyclical3.8
Industrials3.3
Financial Services3.1
Energy1.4

Market Cap. Distribution

Laraway Financial Advisors Inc has about 46.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED53.8
MEGA-CAP34.7
LARGE-CAP11.4

Stocks belong to which Index?

About 44.5% of the stocks held by Laraway Financial Advisors Inc either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others55.5
S&P 50044.5
Top 5 Winners (%)%
WDC
western digital corp
51.5 %
VLO
valero energy corp
50.0 %
XOM
exxon mobil corp
36.5 %
XLB
select sector spdr tr
33.0 %
CVX
chevron corp new
28.8 %
Top 5 Winners ($)$
VLO
valero energy corp
0.4 M
WDC
western digital corp
0.4 M
LRCX
lam research corp
0.4 M
COST
costco wholesale co
0.2 M
WMT
walmart inc
0.2 M
Top 5 Losers (%)%
NVO
novo-nordisk a s
-27.1 %
COF
capital one finl corp
-24.1 %
ORCL
oracle corp
-23.7 %
MSFT
microsoft corp
-22.8 %
ADP
automatic data processing in
-21.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-1.1 M
AAPL
apple inc
-0.8 M
VB
vanguard index fds
-0.7 M
GOOG
alphabet inc.
-0.4 M
LLY
lilly eli & co
-0.4 M

Laraway Financial Advisors Inc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Laraway Financial Advisors Inc

Laraway Financial Advisors Inc has 129 stocks in it's portfolio. About 37.7% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. VLO was the most profitable stock for Laraway Financial Advisors Inc last quarter.

$142.27MTotal Value
133Positions
14 May, 2026Last Reported
Current holdings of Current Stock Holdings of Laraway Financial Advisors Inc, last reported on 14 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Laraway Financial Advisors Inc's holding in Alps Etf Tr over time
0.22%14,018
$320.4K
0.22%
increased 0.02 percentadded
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Laraway Financial Advisors Inc's holding in First Tr Exchng Traded Fd Vi over time
0.64%20,803
$906.8K
0.64%
increased 0.46 percentadded
AIRR
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

AIRR
Laraway Financial Advisors Inc's holding in First Tr Exchange-Traded Fd over time
0.31%6,375
$435.3K
0.31%
increased 2.43 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Laraway Financial Advisors Inc's holding in J P Morgan Exchange Traded F over time
0.99%27,861
$1.41M
0.99%
increased 7.48 percentadded
BBAX
J P Morgan Exchange Traded F

J P Morgan Exchange Traded F

BBAX
Laraway Financial Advisors Inc's holding in J P Morgan Exchange Traded F over time
0.54%13,531
$766.9K
0.54%
increased 7.85 percentadded
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
1.36%64,477
$1.94M
1.36%
increased 0.17 percentadded
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
1.09%60,718
$1.56M
1.09%
decreased 0.02 percentreduced
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
0.96%14,420
$1.36M
0.96%
decreased 11.58 percentreduced
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
0.47%7,375
$675.0K
0.47%
decreased 0.16 percentreduced
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
0.41%20,104
$583.6K
0.41%
increased 0.51 percentadded
BIL
Spdr Ser Tr

Spdr Ser Tr

BIL
Laraway Financial Advisors Inc's holding in Spdr Ser Tr over time
0.4%7,198
$569.0K
0.4%
increased 13.96 percentadded